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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

112 hedge funds and large institutions have $848M invested in JPMorgan US Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.62%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
31
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$13.9M
2
GS
2
GTS Securities
New York
$3.45M
3
LPL Financial
3
LPL Financial
California
$35.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10.3M
5
Jane Street
5
Jane Street
New York
$3.07M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$190M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$185M
3
CAL
3
Capital Analysts LLC
Pennsylvania
$193K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$44.4M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
101
Rothschild Investment LLC
Illinois
$9.03K – – –
MCM
102
MV Capital Management
Maryland
$6.37K +$6.37K +153 New
SPIA
103
Steward Partners Investment Advisory
New York
$5.95K – – –
CP
104
Castleview Partners
Texas
$4.5K – – –
CFD
105
Creative Financial Designs
Indiana
$4.41K – – –
AF
106
Allworth Financial
California
$2.66K +$2.66K +64 New
VCM
107
Versant Capital Management
Arizona
$1.92K – – –
BBHC
108
Brown Brothers Harriman & Co
New York
$1.83K – – –
AssetMark Inc
109
AssetMark Inc
California
$1.29K +$1.29K +31 New
FCA
110
FinTrust Capital Advisors
South Carolina
$1.25K – – –
Fidelity Investments
111
Fidelity Investments
Massachusetts
$1.08K -$2.66K -64 -71%
Russell Investments Group
112
Russell Investments Group
United Kingdom
$749 +$749 +18 New
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
– -$1.12M -28,982 Closed
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
– -$455K -11,786 Closed
CA
115
Cetera Advisors
Colorado
– -$334K -8,664 Closed
PA
116
Prism Advisors
California
– -$294K -7,630 Closed
RF
117
RHS Financial
California
– -$283K -7,324 Closed
GLA
118
Good Life Advisors
Pennsylvania
– -$200K -5,186 Closed
PA
119
PSI Advisors
Florida
– -$15K -388 Closed
KFS
120
Kelly Financial Services
Massachusetts
– -$13.9K -359 Closed
Wells Fargo
121
Wells Fargo
California
– -$7.91K -205 Closed
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
– -$5.47K -142 Closed
AIP
123
Ameritas Investment Partners
Nebraska
– -$3.7K -96 Closed
HI
124
Harbour Investments
Wisconsin
– -$2.01K -52 Closed
ASN
125
Advisory Services Network
Georgia
– -$231 -6 Closed
1 2 3 4
5